+57.2%
NVT vs Q
+75.3%
-18.1%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.3% | +1.9% | +2.9% |
| 7D | +10.4% | +6.7% | +3.6% | +6.5% |
| 30D | -1.3% | -10.6% | +9.3% | +5.0% |
| 3M | -0.6% | -14.6% | +14.0% | +8.7% |
| 6M | +53.8% | +12.1% | +41.7% | +45.6% |
| YTD | +60.2% | +51.3% | +8.9% | +32.6% |
| All | +57.2% | +75.3% | -18.1% | +36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded Q wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling